Custom Reporting:
Using ProLaw, Excel, Access, Crystal Reports, or MSSQL
Accounting reporting
Front office reporting
Customized firm workflow reporting
Custom Functionality and Automation:
Custom e-mail alerts: Alerts can be sent to partners, the firm administrator, or anyone you choose. Examples include alerts sent when:
o a matter’s A/R exceeds a predetermined level
o a matter’s WIP has not been billed for a predetermined amount of time
o an attorney’s A/R has been outstanding for predetermined amount of time
“Snapshot” custom tabs: For Contacts, Matters, or Professionals, providing a summarized overview. Examples include:
o critical docket overview for a matter or professional
o a snapshot of matter or professional profitability measures
Custom data integrations: One example: summarizing data from an outside source on a custom tab; the custom tab data could be refreshed either at the user’s request and/or automatically via a scheduled task.
Auto-creation of data: Examples include:
o Create a flat-fee transaction when a new matter is created
o Create a Files record when a new matter is created
o Auto-populate custom tab fields when a matter status changes
Recurring automated tasks
Custom systems integrations with ProLaw
Automated backup routines for existing custom reports and custom docket types/rules: If you’ve ever had to redesign a report from scratch after failing to export it, you know that having backups is a huge time-saver.
Custom audit trails
Data archiving
Data Manipulation:
Data clean-up
Imports/exports
MatterID calculations
Data Conversion:
Sybase-to-MSSQL migration
Document pointers conversion
Training: On-site or remote, on topics such as:
Custom tabs design
Extracting Prolaw data (to Excel or Word)
Queries
Report/SQL workshop
Report/statement format design
SQL
Data/Database Integrity Monitoring and Analysis: Monitor the integrity of your data and database, and report and/or correct any problems. This is especially useful for clients who have been running ProLaw for some time, since the database often has data issues that need to be addressed in order to optimize performance.